Timothy J. Kirch
Professional summary
Timothy James Kirch, CFP®, who also goes by Timothy J Kirch, is a registered financial advisor currently at NASHVILLE FINANCIAL PLANNING located in Franklin, Tennessee.
Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Timothy has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Timothy James Kirch's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 10, 2023 - Present
NASHVILLE FINANCIAL PLANNING
January 14, 2023 - August 4, 2023
TD AMERITRADE, INC.
December 5, 2016 - August 4, 2023
CHARLES SCHWAB & CO., INC.
November 2, 2015 - December 2, 2016
CHARLES SCHWAB & CO., INC.
November 2, 2015 - August 4, 2023
CHARLES SCHWAB & CO., INC.
November 28, 2007 - October 1, 2015
STRATEGIC ADVISERS LLC
September 24, 2007 - September 30, 2015
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/10/2023)
Exams
Current Firm
NASHVILLE FINANCIAL PLANNING
CRD#: 328315 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 52 |
| AUM (Assets Under Management) | $ 9,924,496 |
Red Flags
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